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Adaptive Planning
Last Updated: 2023-06-23
Reference: Access Rules Toolbar

Reference: Access Rules Toolbar

Option
Description
Import
Imports Excel spreadsheet where you added or updated rules. Also, you can click the
Download Template
link to get a blank template for creating rules.
Export
Exports roles to Excel for your review and edits. Use the
Import
button to update the rules.
Manage
Opens dialog where you can add or remove dimensions or attributes that you have secured for use in access rules. See Create Access Rules.
Search
Click the magnifying glass to enter search words.